Duplicate CRM Records Instantly with Copy Record Set
Copy Record Set is a CRM add-on that allows users to duplicate Quotes, Orders, Invoices, and Cases in just two clicks—ideal for templates, repeat transactions, or correcting errors
Copy Record Set
CRM Copy Record Set Overview
Copy Record Set for Microsoft Dynamics CRM (On-Premise & Online) solves a frequent functional gap—duplicating transactional records. Whether recovering from errors or handling repetitive sales workflows, this add-on makes it easy to copy Quotes, Orders, Invoices, and Cases. With a simple click, users can clone any record (open or closed), rename it, and save—saving time and reducing errors across departments
Features
2-Click Copy
Select a record and click "Copy Record" to duplicate
Works with Key Entities
Supports Quotes, Orders, Invoices, and Cases
Supports Open & Closed States
Copy records regardless of status
Form Integration
Copy directly from the form command bar
View Integration
Copy from entity views for quicker action
Multiple Copy Functions
Includes four transaction-type copy buttons
Template-Based Processing
Ideal for reusing standard sales or service transactions
Custom Enhancements Available
Extend the copy button to trigger custom workflows or scripts
Pricing & Licensing
The Most Honest Pricing in the world
You get full access to the platform, regular enhancements, and reliable support, so you can focus on growing your business without worrying about unexpected charges or complicated licenses.
Organization
$499.00
Base per CRM Organization
User
$0.00
Per CRM Licenced/Enabled User
1st Year Maintenance Included
Annual 25% Maintenance Fee for Upgrades, Enhancements & Support
Downloads & Documentation
Download guides and resources for setup, configuration, and updates. Access all documentation needed to ensure smooth installation and performance.
Documentation
Copy Record Set Flyer
1 Pages Pdf
Copy Record Set User Guide
20+ Pages Pdf
Copy Record Set User Guide
20+ Pages Pdf
Copy Record Set User Guide
20+ Pages Pdf
Download and License
Copy Record Set for Dynamics 365
1 Pages Pdf 349KB
Copy Button Solution – 2015–2016
1 Pages Pdf 349KB
Copy Button Solution 2011– 2013
1 Pages Pdf 349KB
Note -Unzip files before uploading to CRM. For licensing, please email us with your company email signature
Support & Maintenance
At MTC CRM, our values are more than just words they guide every decision, every product, and every partnership.
Email-based or Live Web Installation & Usage Support
One Hour of 24/5 Implementation Support included
Annual maintenance covers all feature updates and customer support
Partner Programs
OEM Partnership Options
NFR (Not for Resale) Licensing
Custom Development available to tailor calendar views, workflows, or entity integrations
Talk with our sales team to see how MTCCRM can fit your needs
Explore the right solution to match your business vision
Receive customized pricing that fits your needs
Uncover smarter ways to align and streamline team workflows
For technical or billing support, visit our
Trusted by the world’s leading businesses
- Automate complex workflows.
- Improve customer engagement.
- Enable real-time visibility.
- Support modern service delivery models